Business Development

Posted Date 03 May 2024

Experience	5 Years	Salary	120000USD - 150000USD
Job Type	Full Time	Company	D.A. Davidson Companies
Job Category	Business Development	Qualification	BS Business
Gender	Both	Last Date	01 Aug
Vacancies	1	Remote	No
Location(s)	Washington , United States

Job Description

The⠀Business⠀Development⠀position⠀works with⠀Financial⠀Professionals⠀to⠀identify⠀opportunities⠀for⠀Davidson⠀Investment⠀Advisors’⠀various⠀investment⠀solutions⠀to be⠀utilized⠀in their⠀books of⠀business.⠀This⠀position⠀is⠀expected⠀to develop⠀quality⠀relationships⠀across⠀D.A.⠀Davidson &⠀Co. and⠀other⠀wealth⠀management⠀platform⠀channels⠀to support⠀the growth⠀of⠀Davidson⠀Investment⠀Advisors.⠀A⠀successful⠀candidate⠀for this⠀position⠀will be a⠀thoughtful,⠀dynamic,⠀sales-minded⠀professional⠀with a⠀passion⠀for active⠀public⠀equity and⠀fixed⠀income⠀investing.
Experience and Skills:

Qualifications:

Bachelor’s⠀Degree or⠀equivalent⠀education⠀and⠀related⠀training;⠀advanced⠀degree or⠀professional⠀designation⠀a plus
5+⠀years⠀industry⠀experience⠀in a⠀business⠀development⠀function⠀with⠀experience⠀sourcing⠀and⠀closing⠀new⠀business
Familiarity⠀with⠀actively-managed⠀investment⠀strategies,⠀modern⠀portfolio⠀theory,⠀and⠀separate⠀account⠀management⠀concepts⠀and⠀product⠀offerings
Series⠀65 or 66⠀license,⠀or ability⠀to attain⠀within⠀first⠀three⠀months of⠀employment
Excellent⠀written,⠀verbal and⠀presentation⠀skills⠀with the⠀ability to⠀work⠀independently⠀in a⠀fast-paced⠀team⠀environment.
Proven⠀ability to⠀proactively⠀work⠀successfully⠀with both⠀external⠀and⠀internal⠀clients.
Ability⠀to travel⠀as needed⠀(approximately⠀20-40%⠀travel on⠀an annual⠀basis)

Duties:

Develop,⠀cultivate,⠀and manage⠀strong⠀relationships⠀with⠀Financial⠀Professionals⠀through⠀consultative⠀and⠀proactive⠀service-⠀both⠀in-person⠀and⠀virtual
Provide⠀superior⠀client⠀service⠀through a⠀responsive,⠀thoughtful,⠀and⠀organized⠀approach⠀to⠀managing⠀both⠀existing⠀client and⠀prospective⠀client⠀relationships
Deliver⠀sales⠀presentations,⠀seminars,⠀and⠀consulting⠀meetings⠀with⠀Financial⠀Professionals⠀and other⠀Centers of⠀Influence⠀across⠀partner⠀distribution⠀channels
Identify⠀needs for⠀and⠀contribute⠀to the⠀creation⠀and⠀distribution⠀of⠀marketing⠀and other⠀promotional⠀efforts
Document⠀and track⠀sales and⠀client⠀service⠀activity⠀in CRM⠀system
Participate⠀in special⠀projects⠀and⠀initiatives⠀as needed

What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:

Medical,⠀Dental and⠀Vision
Company⠀401(k)and⠀ESOP⠀contribution
Generous⠀sick,⠀vacation,⠀and⠀maternity/parental⠀leave
Paid⠀holidays
Professional⠀Development⠀Opportunities
Tuition⠀Reimbursement⠀($15,000⠀lifetime⠀cap)
Discounted⠀personal⠀insurance⠀including⠀home, auto⠀and⠀recreational⠀vehicles.
Charitable⠀gift-matching⠀program
Davidson⠀Day of⠀Giving -⠀Our⠀tradition⠀of⠀positively⠀impacting⠀communities⠀in which⠀we live⠀and work.

The⠀potential⠀base pay⠀hiring⠀range for⠀this role⠀is⠀$120,000 -⠀$150,000.⠀The⠀compensation⠀offered⠀will be⠀determined⠀on a⠀case-by-case⠀basis⠀considering⠀a variety⠀of factors⠀including,⠀but not⠀limited⠀to, the⠀skills,⠀relevant⠀work⠀experience,⠀and⠀geographic⠀location⠀of each⠀specific⠀candidate.

D.A.⠀Davidson⠀has been⠀in⠀business⠀for over⠀87 years!⠀As an⠀employee-owned⠀company,⠀our⠀success is⠀driven by⠀our high⠀standards⠀of⠀business⠀ethics,⠀integrity⠀and the⠀belief⠀that our⠀Associates⠀are our⠀most⠀important⠀assets. We⠀hope you⠀will⠀consider⠀joining⠀us!